To view the history of changes related to an object (for example, to view the history of an account or a case), include the history list field in the object’s page layout, enable field-history tracking for the object, and define object-level and field-level permissions on profiles associated with your users.
Required Editions
| Available in: Salesforce Classic, Lightning Experience, and the Salesforce app |
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Available in: Contact Manager, Group, Essentials, Professional, Enterprise, Performance, Unlimited, Developer, and Database.com Editions Standard Objects aren’t available in Database.com Edition |
| User Permissions Needed | |
|---|---|
| To set up object permissions: | Customize Application and Manage Profiles and Permissions Sets |
| To edit page layouts and to enable field history tracking: | Customize Application |
History objects are system-generated records of change that help you track the field history of most custom and standard objects. When you modify a field on a supported object, Salesforce adds an entry to its history object. Access to history objects is controlled via access to the associated parent object.
Set Up Permissions for the Parent Object
- From Setup, use the Quick Find box to find and select Profiles.
- Select the profile that you want to modify.
- In Standard Object Permissions, find the object for which you are tracking history.
- Select the proper permissions for the object. At minimum, select the Read permission.
- In Field-Level Security, select the proper permissions for the fields that you want to track. At minimum, select the Read permission for each tracked field.
- Save your changes.
Add the History List to the Page Layout
- From Setup, use the Quick Find box to find and select Object Manager.
- Select the object that you want to modify.
- Click Page Layouts.
- Click Related Lists.
- Drag the object’s history list to the Related Lists section. For example, if you're working with the case object, drag the case history list to the Related Lists section.
- Save your changes.
Verify the Page Layout Assignment
- From Setup, use the Quick Find box to find and select Profiles.
- Select the profile that you want to modify.
- In Page Layouts, find the object and then click View Assignment.
- Click Edit Assignment.
- Select a profile.
- In the Page Layout To Use field, select the page layout that includes the object’s History field in the Related Lists section.
- Save your changes.